Work with us.
Financial Planners

Daniel Lee

CFP®, CFA

Wealth Manager

Daniel Lee

CFP®, CFA

Wealth Manager

Biography

Daniel joined Plancorp in 2019 to lead our San Jose office. Prior to Plancorp, he spent more than a decade at a Bay Area RIA, where he provided financial planning and investment management to high net worth individuals.

Daniel earned a BS in Economics from The University of Michigan and also completed the UC Berkeley Extension Personal Financial Planning program. He now teaches at the UC Berkeley Extension and serves on its Advisory Board. Daniel is a member of the CFA Society of San Francisco and the Financial Planning Association of San Francisco.

In his free time, Daniel stays active by playing basketball, golfing, and traveling to spend time with family and friends. He is a devoted fan of his Michigan Wolverines football and basketball teams.

Community Involvement
  • Korean American Community Foundation - Associate Board Member (2017 - present)
  • UC Berkeley Extension - Advisory Board Member (2016 - present)
  • Financial Planning Association of San Francisco - Board of Directors (2016 - present)
  • Michigan Alumni Club of Greater San Francisco - President (2009 - 2013)
Education
  • University of Michigan, B.S. Economics, Biopsychology/Neuroscience, 2005
  • UC Berkeley Extension, Certificate in Personal Financial Planning, 2009

Insights

Are Your Retirement Plan Fees "Prudent and Reasonable"?

In 2006, Jerry Schlichter, a St. Louis plaintiff lawyer, began suing 401(k) fiduciaries.  His contention was that retirement plan fiduciaries were not properly overseeing their plans – particularly the duty to make sure fees were “prudent and reasonable.” 

Read More
What You Need to Know about Estate Planning

Developing and executing an estate plan is rarely at the top of anyone’s to-do list, but it’s one of the most important pieces of anyone’s financial plan. And by anyone, yes, that includes you!

Regardless of how you feel about the amount of assets you have or whether or not you think estate plans are only for really rich people, the fact is you need one to protect you, your family, and your stuff.

Estate planning is a process designed to help you manage and preserve your assets during your lifetime. Estate plans also conserve and control the distribution of your assets after your death in a way that aligns with your goals and objectives.

Here’s how to tackle this topic and what you need to do to get your own plan in order.

Read More
Daniel Lee Wins UC Berkeley Teacher of the Year Award

Congratulations to Daniel Lee on receiving the UC Berkeley Extension “Tim Kochis Award for Teaching Excellence.” Daniel, the lead wealth manager of our Bay Area office, teaches several Financial Planning classes and also serves on the school’s advisory board.

Read More

Get Our Insights

Emails with the latest financial tips & insights.

No spam. Unsubscribe anytime.